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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,117 | $138,102+61.6% | $125,381+78.0% | $134,532+65.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.64% | 750.73%-767.4pp | 572.31%-588.9pp | 418.27%-434.9pp |
| Employer contribution / active EE | $19,493 | $5,245+271.6% | $4,815+304.8% | $4,741+311.1% |
| Participant deferral / active EE | $16,207 | $7,801+107.8% | $7,448+117.6% | $6,401+153.2% |
| Admin fee / account holder | $6,284 | $11,568-45.7% | $10,007-37.2% | $11,429-45.0% |